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EFG Asset Management’s MSCI MSCI Stock Holding History

EFG Asset Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,530
Closed -$2M – 180
2025
Q1 		$2M Buy
3,530
+609
+21% +$354K 0.33% 132
2024
Q4 		$1.75M Buy
2,921
+1,062
+57% +$637K 0.24% 165
2024
Q3 		$1.08M Buy
+1,859
New +$1.01M 0.18% 176

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

EFG Asset Management's MSCI Position: Q2 2025 in Review

EFG Asset Management sold out of MSCI (MSCI) in Q2 2025, closing a stake of 3,530 shares — an estimated $2M sold.

EFG Asset Management first reported a position in MSCI in Q3 2024 and held it in 3 quarters. The position peaked at $2M in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • EFG Asset Management reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • EFG Asset Management sold 3,530 MSCI shares in Q2 2025, an estimated $2M.
  • EFG Asset Management first reported a position in MSCI in Q3 2024 and held it in 3 quarters.
  • EFG Asset Management's MSCI position peaked at $2M in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on EFG Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.